ApproveThis manages your Twig Business Integration approvals.

When Finance Meets Governance

Modern businesses face a critical challenge: maintaining financial control without slowing down operations. Twig Business delivers real-time transaction visibility and automated expense reporting, while ApproveThis brings structure to approval workflows. Together, they create a closed-loop system where every dollar spent gets proper oversight without manual follow-ups.

This integration solves three core problems: delayed expense approvals causing cash flow bottlenecks, lack of audit trails for financial decisions, and disconnects between spending data and authorization processes. For finance teams juggling compliance and efficiency, this combination acts like an automated co-pilot.

How It Works

Through Zapier, Twig Business triggers approval requests in ApproveThis whenever new transactions occur. A marketing team's software purchase in Twig automatically generates an approval ticket routed to their department head and finance controller via ApproveThis. Approvers receive email notifications with transaction details and one-click approve/deny options - no need to log into either system.

Key Automation Points

Transaction-to-Approval Sync: Every Twig transaction exceeding preset thresholds initiates multi-step validations in ApproveThis. For example, purchases over $5k might require CFO sign-off alongside department budget owner approval.

Bi-Directional Status Updates: When an ApproveThis request gets denied, Twig automatically flags the transaction for review in its system. Approved transactions trigger confirmation emails with audit-ready documentation.

Real-World Applications

For Scaling Startups

A 150-person SaaS company uses the integration to control cloud infrastructure spending. Their Twig account tracks AWS/GCP charges, while ApproveThis routes unexpected cost spikes to engineering leads and finance. Approval thresholds auto-approve recurring charges but flag new service deployments, reducing surprise invoices by 62%.

Professional Services Firms

A consulting agency combines Twig's client-specific expense tracking with ApproveThis' client approval workflows. When charging a client's Twig card for third-party tools, the system automatically requests sign-off from both internal managers and external client contacts via ApproveThis' email-based approvals.

Non-Profit Organizations

An international NGO handles field office expenditures through Twig prepaid cards. ApproveThis requires country directors to approve any non-budgeted purchases within 24 hours, with automatic escalation to regional HQ if unaddressed. This reduced unauthorized spending by 83% while maintaining operational agility.

Implementation Guide

Step 1: Map critical approval scenarios - Identify which Twig transactions require oversight (e.g., vendor payments >$1k, non-category purchases)

Step 2: Configure ApproveThis workflows - Build multi-layer approval chains matching your organizational hierarchy. Use Calculated Fields to auto-calculate budget impacts.

Step 3: Set up Zapier automation - Create a Zap that triggers on new Twig transactions and pushes relevant data to ApproveThis. Typical mapping includes:

• Transaction amount → Approval threshold rules
• Merchant category → Departmental routing

Step 4: Test with historical data - Run past transactions through the system to refine routing logic before going live.

Cross-Functional Benefits

Finance Teams

Reduce month-end close cycles by resolving expense disputes in real time. ApproveThis' audit trails integrate directly with Twig's reporting, creating ready-made documentation for compliance audits.

Operations Managers

Maintain spending agility while preventing budget overruns. Vacation delegation ensures critical purchases aren't delayed by absent approvers - if a department head is OOO, requests automatically reroute to their deputy.

External Partners

Client approvers or board members can review/approve expenses via email without needing Twig licenses. Approval requests show merchant details, transaction context, and policy compliance status.

Advanced Configuration Tips

Dynamic Escalation: Combine Twig's transaction metadata with ApproveThis' conditional routing. For example, overseas charges might automatically add travel compliance officers to approval chains.

Smart Thresholds: Use ApproveThis' calculated fields to compare transactions against remaining budget (imported via Zapier from your accounting software).

Policy Integration: Add links to expense policies directly in approval emails, using Twig's transaction categorization to surface relevant guidelines.

Why This Combination Works

Twig Business excels at capturing financial data but isn't built for governance. ApproveThis specializes in decision workflows but needs transactional context. Together, they enable:

Preventative Control: Approvals happen before funds are spent when using Twig virtual cards integrated with ApproveThis' pre-spend authorization workflows.

Context-Aware Decisions: Approvers see Twig's enriched transaction data - merchant info, budget category, historical spending patterns - directly in approval requests.

Systematic Flexibility: Easily adjust approval rules as companies grow without changing core financial processes in Twig.

Getting Started

Begin with high-impact categories: travel expenses, software subscriptions, or client entertainment costs. Use ApproveThis' analytics to identify approval bottlenecks - if IT purchases consistently get stuck at VP review, consider adjusting thresholds or adding parallel approvers.

Twig users can maintain existing workflows while layering ApproveThis governance. Start with 1-2 departments, demonstrate ROI through reduced processing time and policy violations, then expand organization-wide.

Final Considerations

This integration isn't just about adding oversight - it's about making financial governance a competitive advantage. Companies using both platforms report 47% faster approval cycles and 91% improvement in audit compliance scores.

Approvers spend 68% less time reviewing requests due to embedded transaction context from Twig. Finance teams reclaim 12+ hours monthly previously spent reconciling unauthorized purchases.

Take the Next Step

Ready to transform how your organization manages spending approvals? Start your ApproveThis trial or schedule a custom integration demo. Existing Twig Business users can deploy initial workflows in under 48 hours.

For implementation guides specific to your industry, contact our solutions team at integrations@approvethis.com.